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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,293 | $68,097+13.5% | $62,929+22.8% | $137,256-43.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.12% | 1859.11%-1850.0pp | 1063.93%-1054.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $6,636 | $2,811+136.1% | $2,505+164.9% | $4,156+59.7% |
| Participant deferral / active EE | $3,903 | $4,553-14.3% | $3,888+0.4% | $6,407-39.1% |
| Admin fee / account holder | $2,005 | $6,521-69.3% | $5,065-60.4% | $12,270-83.7% |